See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,455 | $106,584+139.7% | $101,326+152.1% | $142,382+79.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 17.27% | 36.93%-19.7pp | 36.82%-19.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $925 | $3,956-76.6% | $3,665-74.8% | $4,299-78.5% |
| Participant deferral / active EE | $8,237 | $8,297-0.7% | $7,994+3.0% | $6,507+26.6% |
| Admin fee / account holder | $20 | $11,446-99.8% | $11,185-99.8% | $12,624-99.8% |